About the Role
We are looking for a detail-oriented CRM Implementation Specialist to support the setup, customization, and deployment of Zoho CRM solutions for our clients.
The role involves understanding client requirements, configuring Zoho CRM modules, creating workflows and automations, assisting with data migration, and supporting user onboarding. You will work closely with internal consultants and clients to help businesses digitize and streamline their sales, marketing, and customer management processes.
Key Responsibilities
- Configure and customize Zoho CRM based on client requirements
- Create and manage Modules, Fields, Layouts, Related lists, Blueprints, Validation rules
- Build workflows, approvals, assignments, and automation rules
- Set up dashboards, reports, and analytics
- Assist with data import, cleanup, and migration
- Conduct system testing and quality assurance
- Support user onboarding and training sessions
- Document implementation requirements and solutions
- Troubleshoot CRM issues and provide post-go-live support
- Collaborate with clients and internal teams throughout implementation projects
Required Skills
- Hands-on experience with Zoho CRM
- Strong understanding of Leads, Contacts, Accounts, Deals, Activities, CRM workflows
- Ability to understand business processes and translate them into CRM configurations
- Good communication and documentation skills
- Strong attention to detail
- Comfortable working remotely and independently
Zoho Preferred Skills
- Zoho Bigin
- Zoho Flow
- Zoho Forms
- Zoho Campaigns
- Zoho Desk
- Zoho Analytics
- Knowledge of Deluge scripting
- Experience integrating third-party applications
- Understanding of sales and customer management processes
What Success Looks Like
- Successful CRM implementations delivered on time
- Accurate system configuration with minimal rework
- High client satisfaction during onboarding
- Strong documentation and process adherence
- Ability to independently manage implementation projects
Why Join Us
- Work on real client projects across multiple industries
- Gain exposure to the broader Zoho ecosystem
- Remote-first work environment
- Continuous learning and certification opportunities
- Growth path into Solution Architect roles
Pay: ₹10,000.00 - ₹20,000.00 per month
Application Question(s):
- Describe a Zoho CRM implementation you have worked on. Which modules, workflows, automations, reports, or integrations did you configure yourself?
Experience:
- Zoho CRM: 1 year (Required)
- CRM Tech Support: 1 year (Required)
Work Location: Remote
